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The Cost of Systemic Insurance Is Rising—Guess Why This week in financial markets may have marked the start of the next round of even higher volatility. After a big start to the week for stocks, significant selling pressure eventually entered the picture as the week progressed. A risk-off signature emerged as economically sensitive transportation stocks […]
[Yahoo/Bloomberg] Ukraine Update: Kyiv Warns Russia Is Adding Troops in Moldova [Yahoo/Bloomberg] A Hundred Firms Pull $45 Billion of Deals Since War in Ukraine [Reuters] Ukraine’s economy could contract 40% in 2022, ministry says [Reuters] China says not deliberately circumventing sanctions on Russia [AP] Explainer: What’s next for Europe’s natural gas during war? [WSJ] China’s […]
Historic Q1 2022. Inflation, a Hawkish Fed, Spiking Bond Yields, War, China and Acute Instability. Where to begin? “Inflation Hits a New 40-year High.” “Bond Market Suffers Worst Quarter in Decades.” “Commodities Finish Best Quarter in 32 Years.” Greatest ever divergence between financial assets and Hard Assets? “China Home Sales Slump Worsens Despite Vows to […]
[Reuters] Ukraine negotiations to resume, Europe faces Russia gas deadline [Yahoo/Bloomberg] Ukraine Update: Talks Resume; Russia Details Gas Payments [Yahoo/Bloomberg] Stocks Gain After U.S Payrolls Miss: Markets Wrap [Yahoo/Bloomberg] Oil Heads for Weekly Decline as U.S. Plans Huge Reserve Release [CNBC] Jobs rose 431,000 in March despite worries over slowing economy [Reuters] Parts shortages, high […]
Gold in quarter 1 of 2022 has seen a very strong start with bullish fundamental trends providing strong momentum for the metal. Silver has seen similar price action in March to gold following a very strong climb in February. We will cover the prices of platinum and US Dollar index in this week’s show. Thanks […]
[Reuters] Ukraine preparing for new Russian offensive in the east, Zelenskiy says [Yahoo/Bloomberg] Ukraine Update: Putin Tells Draghi Payments Can be Made in Euros [Yahoo/Bloomberg] Energy Stocks Fall With Oil as U.S. Weighs Release: Markets Wraprap [Yahoo/Bloomberg] Oil Slumps as U.S. Weighs Reserves Release to Combat Inflation [Yahoo/Bloomberg] Biden Team Weighs a Massive Release of […]
The $500 trillion Interest Rate house of cards Stocks rally & bonds crumble Consumer Pessimism highest since WWII The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick China Stockpiles 80% of World’s Copper & 70% of the World’s Corn & Oil March 30, 2022 “Inflation’s going to run out of gas before we run […]
[Reuters] Russia bombs Ukraine cities, despite pledge to pull back from Kyiv [Yahoo/Bloomberg] Ukraine Update: Russia Sees ‘No Breakthrough’ in Peace Talks [Reuters] Germany girds for gas rationing, Europe on edge in Russian standoff [Reuters] All Russia’s big exports could soon be in roubles, Kremlin signals [Reuters] China, Russia ‘more determined’ to boost ties- Chinese […]
